This article will discuss the various reports that are available in the owner portal and the steps to access them.
How to Navigate to the 'Reports' Tab and Export a Report from your Portal:
Step 1: Login through the RoverPass Owner Portal Sign In Page
Step 2: Select the 'Reports' tab on the left hand side
Step 3: Decide which report you would like to open and click on it
Step 4: The report will open in the webpage
Step 5: Apply any filters using the drop downs and right click to sort.
Step 6: To export click the 3 small dots in the right hand corner or right click in the report. Choose the version that you would like to download.
Step 7: The report will download to the Downloads folder on your computer or open in Google Sheets.. Double click to open the file if downloaded.
*Note: To properly display the report you will need to open the document in a spreadsheet application like Excel or Google Sheets.
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The Different Reports in your RoverPass Owner
- Reservations by Individual Site Report
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- This report will show data regarding an individual site (ex: RV Site 1, Overflow Site 1 Tent Site 1, etc)
- Reservations by Site Type
- This report will show data on all sites that are classified by the type that you choose (RV sites, tent sites, etc.)
- Arrivals
- This report provides information that will be useful for your upcoming arrivals. It is also a great report to use if you a report that you can easily sort/filter by check-in date.
- The date filter defaults to display data for the upcoming week but the report contains upcoming and historical data
- Departures
- This report provides information that will be useful for your upcoming departures. It is also a great report to use if you a report that you can easily sort/filter by check-out date.
- The date filter defaults to display data for the upcoming week but the report contains upcoming and historical data
- Reservation Details
- This report is an easy way to view the most important details of all of your reservations, such as Check-In & Check-Out Dates, email, phone numbers, address, and rig information. Some owners will use this report to print out and hand it to their work campers (Please keep in mind, this report will only show your reservations up until the report is pulled, meaning any reservations made since pulling the report would not show on the printed report).
- Shows the payout and breaks down the processing fee, name of camper and dates of stay.
- Reservation Financials Report
- The reservation financials report is a comprehensive look at the history of each reservation.
- It will tell you whether a reservation was refunded, the tax rate, what the camper/guest paid and what your net payout was.
- Payouts Report
- The direct deposit report only shows payouts for campgrounds who have direct deposit enabled. Check payouts will not have this report.
- Lists the reservation payouts individually, and then the total amount deposited. Also lists any refunds issued due to cancellations, which will be deducted from your payout.
- Lists the payout amount, any payout amount reversed due to cancellations/refunds, tax, discounts, and the direct deposit amount total.
- Column D lists the date and time the funds from that reservation were paid out to the stripe account, these funds will then directly deposit into your bank account within 3-5 days.
- Column F lists the Payout Fee which is the credit card processing fee on each reservation.
- Column A and B show you the total deposited to your bank account per month.
- Direct Deposit Payouts Report
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- This is a list of all reservations that have been paid out; both direct deposit and checks, the report will look the same for both payout options.
- Shows the payout and breaks down the processing fee, name of camper and dates of stay.
- Payouts for Custom Payments
- This report will list all payouts for ONLY custom payments.
- These are any payments you processed through the 'Create Charge' feature in the 'Payments' tab of the reservation.
- Client Account Balances
- This report shows all custom fees on a reservation
- Bank Transfers
- For direct deposit accounts, this report has all transfers made to your bank account in a format designed to be uploaded to quickbooks
- Reservation Add-Ons
- This report has every reservation add-on
- External Reservations
- This report has every reservation created from an external source (AirBnB, Booking.com, Spot2Nite, etc.)
- All Transactions
- This report has every transaction: payments, transfers, refunds reversals, and payouts
- Check Payouts
- This report contains all the information for reservations paid out by monthly mailed check
- Customs Fields
- This report contains all the information that guests filled out using your custom fields during the online checkout process
- Site Availability Grid
- This report has a Calendar-like view of every site and its status: occupied (reservation), available, blocked, no pricing for date, closed for season and more
- Refunds
- This report shows every Refund including the reason, refund subtotal, tax refund and total amount refunded
- Reservation Items & Tax Allocation
- This report includes all reservation items (Site, Discounts, Extra Fees, Products) with quantities, item total, tax allocation, and can be filtered by item.
- Cash & Check Payments
- This report has every Cash and Check Payment, with detailed information including check number, name, description, and a filter for specific keywords, names, or content.
- Invoice Details Report
- Includes all items from non-voided invoices, filterable by specific categories like electric fees.